CA Puneet Agarwal | BanyanFA LLP

About

Puneet is a Chartered Accountant and an experience finance profession. He is a Partner & Co-Founder of BanyanFA LLP where along with his team of 9 colleagues, BanyanFA caters to 400 families. The firm specialises in savings and insurance solutions for his clients, along with taxation and a niche in Non Resident matters. He also has an active Youtube Channel @BanyanFA where weekly videos are released related to Personal Finance.

Practice at a glance

15

Years of Experience

350

Families Served

₹350

Crores Managed

Practice Details

Min Monthly Investment:₹1,00,000 & more

Min Lumpsum Investment:₹25,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Virtual

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces

Language Spoken:Hindi, English

Qualification Completed

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Financial Freedom

Buy Right Insurance

Can help you buy / invest in

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

PMS

Gift City